# COASTEDGE PARTNERS, LLC

COASTEDGE PARTNERS, LLC of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 149685
- Type: SEC-registered investment adviser
- SEC file number: 801-70877
- Location: 4655 EXECUTIVE DRIVE, SUITE 325, SAN DIEGO, CA, 92121
- Phone: 858-997-2777
- Latest filing: 2026-03-27
- Regulatory AUM: $2.1B
- Discretionary AUM: $1.3B
- Non-discretionary AUM: $882.9M
- Clients: 16
- Accounts: 1,266

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities, Investment cos

## Officers, owners & control persons (19)

| Name | Role | Location |
| --- | --- | --- |
| Richard Joseph Effress | MANAGING PARTNER; TRUSTEE | — |
| Steven Scott Simpson | MANAGING PARTNER; TRUSTEE | — |
| Lauren Michelle Simpson | TRUSTEE | — |
| Jessica Sloop Effress | GRANTOR; MANAGER | — |
| Parker A Bush | DEPUTY CHIEF INVESTMENT OFFICER | — |
| Alexander Francis Ponchak | CHIEF FINANCIAL OFFICER & PRINCIPAL | — |
| Nancy Thuy Vo Hamada | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | — |
| GLEESON A GREG | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| EFFRESS RICHARD JOSEPH | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, MANAGING MEMBER; MANAGING MEMBER (+7 more) | — |
| SIMPSON STEVEN SCOTT | MANAGING PARTNER; MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER; MANAGING PARTNER/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| VO NANCY THUY | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | — |
| TU THEODORE T | CHIEF COMPLIANCE OFFICER; MEMBER; PORTFOLIO MANAGER, AND MEMBER | — |
| KULLBACK WILLIAM JAY | CFO & CHIEF COMPLIANCE OFFICER | — |
| BUDAK MEHMET ILKER | MEMBER | — |
| EIGEN DAVID L | MANAGING MEMBER | — |
| SIMPSON LAUREN MICHELLE | TRUSTEE | — |
| EFFRESS JESSICA SLOOP | GRANTOR; MANAGER; TRUSTEE | — |
| BUSH PARKER A | DEPUTY CHIEF INVESTMENT OFFICER; VICE PRESIDENT AND PORTFOLIO MANAGER | — |
| PONCHAK ALEXANDER FRANCIS | CHIEF FINANCIAL OFFICER & PRINCIPAL | — |


## Private funds (16)

Mix: Other Private Fund 4 · Private Equity Fund 10 · Venture Capital Fund 1 · Real Estate Fund 1

_Showing 15 of 16 funds by gross asset value._

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| COASTEDGE FOCUS MASTER FUND, LP | Other Private Fund | Delaware | 2 | $81.3M | $1.0M |
| COASTEDGE FOCUS FUND, LP | Other Private Fund | Delaware | 84 | $66.8M | $1.0M |
| COASTEDGE DISTRESSED & SPECIAL SITUATIONS FUND, LLC | Private Equity Fund | Delaware | 70 | $33.0M | $200K |
| COASTEDGE VENTURE CAPITAL, LLC | Venture Capital Fund | Delaware | 65 | $32.2M | $200K |
| COASTEDGE PRIVATE EQUITY, LLC | Private Equity Fund | Delaware | 60 | $29.4M | $200K |
| COASTEDGE OPPORTUNITY FUND XIII LLC | Private Equity Fund | Delaware | 37 | $20.5M | $200K |
| COASTEDGE REAL ESTATE, LLC | Real Estate Fund | Delaware | 52 | $18.7M | $200K |
| COASTEDGE OPPORTUNITY FUND XII, LLC | Private Equity Fund | Delaware | 24 | $17.9M | $200K |
| COASTEDGE ALTERNATIVE TOTAL RETURN, LLC | Private Equity Fund | Delaware | 48 | $17.5M | $200K |
| COASTEDGE FOCUS FUND OFFSHORE,  LLC | Other Private Fund | Delaware | 30 | $14.4M | $500K |
| COASTEDGE OPPORTUNITY FUND XI, LLC | Private Equity Fund | Delaware | 29 | $14.3M | $200K |
| COASTEDGE OAKTREE, LLC | Private Equity Fund | Delaware | 20 | $9.3M | $250K |
| COASTEDGE GS VINTAGE REAL ESTATE LLC | Private Equity Fund | Delaware | 18 | $8.3M | $200K |
| COASTEDGE OPPORTUNITY FUND IX, LLC | Private Equity Fund | Delaware | 25 | $7.8M | $200K |
| COASTEDGE PRIVATE CREDIT LLC | Other Private Fund | Delaware | 24 | $7.6M | $200K |


## Fund service providers (2)

- administrator: APEX GROUP LTD. — 13 funds
- administrator: APEX GROUP LTD — 3 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/149685/brochure
- Similar advisers: https://search.stillhousedata.com/firm/149685/similar
- Related entities: https://search.stillhousedata.com/firm/149685/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/149685

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.